Early access · limited spots
Your clients are selling. The question is whether you’re leading the deal.
Capinext gives CPAs and business lawyers the tools to run full M&A mandates — from valuation to closing.
Get early accessFirst mandate included · Founding member pricing · Swiss-hosted 🇨🇭
M&A is changing. Right now.
The largest advisory firms are spending hundreds of millions on AI-powered deal tools.
Their teams use AI copilots at every stage — from financial modeling to buyer outreach to closing.
These platforms are built for in-house use. They’re not available to independent practices.
Capinext brings that same capability to your firm. Purpose-built for CPAs and business lawyers. Priced for independent practices. Delivered under your brand.
Try it now
Three tools you can try today.
Get a valuation range in 90 seconds
Enter three years of revenue, EBITDA, and net income. The AI runs three methods in parallel and returns an actionable price range.- Sector multiples, simplified DCF, asset-based approach
- Min / average / max range on a visual slider
- PDF report ready to share with your client
Find the right buyers in seconds
The AI matches the company profile against 6,500+ qualified buyers and investors, ranked by compatibility across five weighted criteria.- Compatibility score across 5 weighted criteria
- Detailed profile: type, capacity, acquisition history
- Exportable shortlist to launch your outreach
Is your client ready to sell? Find out in 30 seconds.
Five targeted questions. A visual score across five dimensions. A clear verdict — ready, needs work, or too early — with a prioritized action plan.- Readiness score across 5 objective criteria
- Instant verdict: ready, needs work, or premature
- PDF diagnostic with priority recommendations
Who is Capinext for?
Two professions. Two approaches. One platform adapted to each practice.
I am a CPA / Accountant
Lead the deal instead of referring it out. Run the full mandate — valuation, memorandum, buyer outreach — under your own brand.
Result: an M&A mandate worth 150–500K in fees, delivered by your firm
See what Capinext changes for me →I am a Business Lawyer
Get involved at the decision stage — not after the deal is done. Structure LOIs, manage buyer pipelines, and secure every legal step with full traceability.
Result: position your practice as an M&A advisor from day one
See what Capinext changes for me →A structured process in 7 steps
The Capinext commitments
AI that assists — never decides
The copilot drafts, calculates, and structures. You approve every action. Nothing moves without your sign-off.Your brand, front and center
Your logo. Your disclaimers. Your firm name on every deliverable. Your clients never see ours.Built for confidential mandates
AES-256 encryption. Swiss hosting. GDPR-compliant. Every action logged with a full audit trail.Deliverables that meet institutional standards
Confidential memorandum, teaser, diagnostic report, valuation — formatted to the level buyers and investors expect.⏳ Why now
The firms that move first will define the next decade
Every year, thousands of business owners turn to specialized intermediaries to sell their company — often because their trusted advisor didn’t offer the service.
That’s 150K–500K in transaction fees — and a client relationship — that walks out the door.
Meanwhile, Big 4 firms are deploying AI-powered M&A platforms for their internal teams. The productivity gap between large firms and independents widens every quarter.
Professionals who adopt an AI copilot now will be the go-to advisors in 3 years. The rest will have to explain to their clients why they didn’t move.
The question isn’t whether to adopt AI in M&A. It’s whether you’ll be the firm in your market that does it first.
Get early access
Try Capinext with your first mandate — free. Join a growing community of forward-thinking advisors.
First mandate included · No commitment · Swiss-hosted 🇨🇭